Aeterna Wealth
Large Cap · Direct plan · Growth

Taurus Large Cap Fund (Direct)

Taurus Mutual Fund · benchmark Nifty 100 TRI · 13.8 years old · AMFI code 118870

B
Track-record rating: 15 of 30 in Large Cap

B (middle of the peer group), score 53.7 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months12.6%2.8%+9.7%2 / 34
1 year9.2%-2.0%+11.2%3 / 32
3 years (a year)15.8%11.1%+4.8%10 / 30
5 years (a year)11.1%8.2%+2.9%14 / 27

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y13.9%
Max fall, 5Y-18.0%
Up capture, 3Y105
Down capture, 3Y82
Information ratio, 3Y0.91
Jensen's alpha, 3Y+4.9%
Beta, 3Y0.96
Sharpe, 3Y0.63

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Taurus Large Cap Fund (Direct plan)?

₹187.02 on 5 Nov 2026 (Growth option).

What is the expense ratio of Taurus Large Cap Fund (Direct)?

2.52% a year; the Regular plan's is 2.74%.

What return has Taurus Large Cap Fund given over 3 years?

15.8% a year (Direct plan) over the 3 years to 5 Nov 2026, against 11.1% for the Nifty 100 total-return index.

How is Taurus Large Cap Fund rated?

B: 15 of 30 Direct plans in Large Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Taurus Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.